After spending a number of years in banking, the mortgage industry, and public accounting I became increasingly frustrated with the fact that businesses seemed to ignore the best interests of their clients in order to improve upon their bottom lines.  Now, please understand I am a staunch proponent of companies earning a profit, but charging clients simply for a conversation, or badgering clients to purchase products/make investments they are not comfortable with (or simply do not need) was completely unacceptable to me, and it still is.

That is why I founded GreenBridge Advisors.  I wanted to provide people with an alternative solution to professional & personal service firms that both misguide clients in order to boost their own profits and tie their own services to those of other firms even if it is not in the best interest of the client.  My goal was to provide prospective clients with a place to turn to that utilizes current, modern technology but still maintains traditional values such as trust, respect, loyalty, independence, and integrity.  This theme of balancing modern methods with traditional values can be found in everything the firm does.  While technology such as e-mail, and mobile computing make communicating and providing solutions easier and quicker, you can always speak to a live person or meet face-to-face if you so desire.  While many firms are too deeply rooted in tradition to move into the modern age, and still others are too dependent upon technology, we will accommodate your preferences without hesitation or recourse.

I believe that every business relationship should be based on these core values.  I further believe in treating each and every client like they are the only one and doing whatever it takes to deliver the highest level of service possible.   Staying along those lines, at GreenBridge Advisors, we recognize the fact that everyone is different: different goals, dreams, strengths and weaknesses, different means to reach the same end.  Here, we will listen to you in order to customize solutions tailored to your specific situation, whereas many other advisory firms will tell you what your situation is as well as what your solution is.  We will provide you with unbiased, independent advice and direction.

At most companies, clients are secondary to profits, and when you call you are greeted with a pre-recorded message going through what seems to be and endless number of options (many of which only lead to more menus and more options).  Many times, when you finally get through to a live person, they are actually in another country, and reading from a script in order to "help" you.  When you call GreenBridge Advisors, you get a live person, who is able to help you on the spot: no checking with another representative, no scripts or manuals, and no transfers to the "correct" department.  You can be assured that you will receive prompt, courteous, and individualized attention at all times.  Although it seems to have lost its place in the business mindset, customer service (prior to, during, and after an engagement) remains at the top of list of ways we can ensure your satisfaction.  What's more, at GreenBridge Advisors, we do not believe in the practice of trying to appear superior by speaking in industry jargon.  Our goal is to ensure that you are completely comfortable with us and the services we provide, and by communicating in plain English, we believe you will have a much better understanding of how we plan on helping you achieve your own goals.

So please, feel free to browse the site, read about our services, and discover for yourself what sets us apart from the rest.  If you feel that you may benefit from any of the firm’s services you can fill out our easy contact form, call, or write and we will do our absolute best to accommodate you in order to assist you in reaching your goals.

Eric J. Nisall
President